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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2926	DC DeDora Capital Napa, California	$3.04M	-$397K	3	2.39%	Reduced
2927	EGA E&G Advisors Houston, Texas	$3.04M	+$952K	4	1.27%	Increased
2928	CCI Credit Capital Investments Livingston, New Jersey	$3.02M	+$194K	1	2.71%	Increased
2929	CL CIM LLC Albany, New York	$3.02M	+$1.14M	5	1.09%	Increased
2930	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$3.02M	+$2.95M	6	2.46%	New
2931	Circle Wealth Management Summit, New Jersey	$3.01M	-$213K	6	1.02%	Reduced
2932	HI Hudock Inc Williamsport, Pennsylvania	$3.01M	+$285K	28	1.2%	Increased
2933	TL TrueWealth LLC Atlanta, Georgia	$3.01M	+$304K	36	1.43%	Increased
2934	Accredited Investors Edina, Minnesota	$3.01M	+$245K	5	0.78%	Increased
2935	FCFS First Command Financial Services Fort Worth, Texas	$3.01M	+$736K	13	0.11%	Increased
2936	SC Solstein Capital Menlo Park, California	$3.01M	+$378K	3	14.16%	Increased
2937	CCS Crosspoint Capital Strategies Orinda, California	$3M	+$2.83M	2	5.74%	New
2938	LSC Lesa Sroufe & Co Seattle, Washington	$3M	+$17.3K	1	2.21%	Increased
2939	TA Townsend & Associates Westminster, Colorado	$2.98M	+$227K	6	3.34%	Increased
2940	WCM Whitener Capital Management Rocky Mount, North Carolina	$2.97M	-$403K	2	2.34%	Reduced
2941	SIC Shoker Investment Counsel Oxford, Ohio	$2.97M	-$3.93K	3	2.21%	Reduced
2942	FCB First Command Bank Fort Worth, Texas	$2.96M	+$686K	13	0.87%	Increased
2943	I INVST Indianapolis, Indiana	$2.95M	+$735K	4	1.72%	Increased
2944	SMFS Squar Milner Financial Services Irvine, California	$2.94M	+$1.17M	25	2.59%	Increased
2945	SC Schulhoff & Co Cincinnati, Ohio	$2.94M	-$136K	2	1.75%	Reduced
2946	PAS Partnervest Advisory Services Santa Barbara, California	$2.93M	-$2.62M	4	1.35%	Reduced
2947	AC Avestar Capital New York	$2.93M	+$441K	38	1.85%	Increased
2948	OP Oldfield Partners London, United Kingdom	$2.91M	-$219K	1	0.31%	Reduced
2949	SH Svenska Handelsbanken Stockholm, Sweden	$2.9M	+$478K	2	4.14%	Increased
2950	NCM Northside Capital Management Hood River, Oregon	$2.9M	-$266K	2	1.02%	Reduced